Steven Aichinger is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 11 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he owns Meadowbrook Oil Corp, which deals with mineral right oil royalties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large team of over 14,000 advisors and utilizes research from Wells Fargo Investment Institute and third-party providers to guide its diversified investment approach.

Daniel Grigg is a financial advisor with Ameriprise in Seattle, WA, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Ameriprise in 2022, he worked at Definitive Signings LLC and has been involved with Definitive Paint LLC since 2020. He also spent time at the University of Washington and was self-employed early in his career. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal advice for clients approaching or in retirement.

John Donovan is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Prior to entering the financial industry, he held roles in education and community engagement. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services such as fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Lidija Jeric Hartman is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 credentials. She has over 18 years of experience with Wells Fargo Bank, nA, and has been with Wells Fargo Clearing since 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kohl Metzger is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Based in Seattle, WA, Metzger holds the Series 66 license. He is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and offers access to various investment strategies through its extensive resources.

Lynette Ackman is a financial advisor at Primerica Advisors with one year of industry experience. She holds the Series 65 and Series 63 designations. Her prior work includes roles at Symetra, H&R Block, Jackson Hewitt Tax Services, and Workwell Global. Outside of her advisory work, she is involved in sales of home security and automation products through Primerica Client Services and loan products through Primerica Mortgage. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by third-party asset managers and provides custody and trade execution support through BNY Mellon Advisors and Pershing.

Juliana Gunawan Lee is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Shuo Ni is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 designations. Ni has been in the industry since 2023, with prior experience at Bank of America and Wells Fargo Bank, N.A., as well as roles outside finance including positions at USCIS, Weee! Inc, Fantuan Inc, and teaching at the University of Washington and Seattle Central College. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research from Wells Fargo Investment Institute along with third-party data to evaluate investment options, serving a broad range of clients with both brokerage and advisory solutions.

Rylan Nordquist is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley, J.P. Morgan Chase Bank, J.P. Morgan Securities, and Wells Fargo in various capacities since 2011. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations, firm-approved planning tools, and scenario modeling guided by its Global Investment Committee.

Stacy Rarrick is a financial advisor with Edward Jones in Seattle, WA, holding CFP® and Series 66 designations and has seven years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Colin Evans is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation with eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Wells Fargo Clearing Services, LLC - Randstad and Silver Bay Seafoods. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Connor Smith is a Series 66 licensed financial advisor with Edward Jones in Poulsbo, WA, bringing three years of industry experience. Prior to joining Edward Jones, he held roles at Meyer Engineered Materials, Techtronic Industries, Olympus Real Estate Ventures, and the University of Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Alan Robinson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of SOHAPPY FARMS LLC, which specializes in geoduck aquaculture. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Charles Anderson is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Nwf Advisory Group, Whjr Associates, and Royal Alliance Associates, Inc. Outside of advisory work, he manages a tax preparation and business management firm. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Patrick Riley is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America since 2015. Riley is based in Seattle, WA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Seth Kunzl is a financial advisor with Edward Jones in Silverdale, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Sound Physicians for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Michael Miller is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019 and at Bank of America, N.A. since 2020. Prior to his advisory roles, he was employed at Sand Valley Golf Resort for three years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Russell is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and seven years of industry experience. He has worked at notable firms including JPMorgan Securities, Ameriprise, Bank of America, and Merrill Lynch. In addition to his advisory role, he is a partner and owner of Seattle S&C LLC, a health and fitness business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a broad product menu that includes insurance-related vehicles and bank deposit sweep options.

Benjamin Pawlak is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Emerald Wealth Management, Northwestern Mutual, Wells Fargo Clearing Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies and technology tools.

Tessa Wood is a financial advisor at Robert Baird & Co. in Seattle, WA, with 23 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, following three years at Morgan Stanley. Robert Baird & Co. is an institutional firm with approximately $394 billion in regulatory assets under management as of December 31, 2025. The firm’s Private Wealth Management department, including the DDK Group, serves individual, corporate, pension, profit-sharing, and charitable clients, offering a range of financial planning, portfolio management, and brokerage services supported by internal research and investment tools.